Communications & Marketing
The rapid evolution of digital, mobile and social technology has propelled the financial advice industry into an era of transformative agility and adaptability. Australian financial planning businesses are seeing the need to implement an ongoing digital ... Read more
JONATHAN STEFFANONI | FRIDAY, 24 MAR 2017
It is paramount that retirement income systems and the advisers, trustees and other fiduciaries responsible for their management strike a fine balance between individual freedom and subtle nudges or paternalistic interventions. Read more
SAM MORRIS | FRIDAY, 24 MAR 2017
While growth assets are widely accepted in asset allocation decisions during the accumulation phase, many investors overlook the benefit allocating to shares can provide in the way of growing tax-effective income in the post-retirement phase. This paper ... Read more
No matter what we're buying, we all want a good customer experience - we want to think 'wow'. As consumers, we're becoming increasingly aware of what great customer experience feels like and more vocal when we don't receive it. It's ... Read more
MICHAEL HASENSTAB | FRIDAY, 24 MAR 2017
The last several years have been trying for emerging markets, with 2015 marking the fifth consecutive year of decelerating growth. As the immediate recovery post-GFC was exceptionally strong, some deceleration was always on the cards. Over the last ... Read more
With her speech entitles 'From Adding Accommodation to Scaling It Back" on 3 March 2017, US Federal Reserve Chair Janet Yellen not only cemented market expectations for the Fed's third rate hike in this cycle,subsequently implemented in ... Read more
SIMON O'CONNOR | FRIDAY, 2 JUN 2017
Late last year an outrage occurred in New Zealand when it was revealed that all the default KiwiSaver funds on the market were holding investments in companies that either produced land mines, cluster munitions, tobacco and/or nuclear devices. Read more
CLAUDINE SIOU | FRIDAY, 2 JUN 2017
Existing rules apply until 30 June 2017 making it easier to plan for non-concessional contributions before the caps drop dramatically on 1 July 2017. Clients eligible to bring-forward non-concessional contributions should consider the opportunity to ... Read more
Taxation & Estate Planning
CHRIS DEVES | FRIDAY, 24 MAR 2017
The ever-changing consumption pattern of real estate, juxtaposed against its status as perpetual imperative for a functioning society, presents an interesting dynamic - and is precisely that which offers a wide range of opportunities for long term i ... Read more
BRIE WILLIAMS | FRIDAY, 24 MAR 2017
Women have quickly moved in to the role of influential investor. In the US alone, they now control $11 trillion in investable assets, and their long-term perspective tends to result in better risk and cost-adjusted returns. The investment industry has ... Read more
ANN HERRMANN-NEHDI | FRIDAY, 2 JUN 2017
In today's world it's increasingly challenging to grow top-line revenue, win new business, maintain client loyalty and retain top sales talent. The organisations that can successfully align the skills of their sales professionals with current ... Read more
EMMA RAPAPORT | FRIDAY, 2 JUN 2017
After years of public scandals, special investigations, and allegations of sub-par qualification standards, negotiations between Canberra and a 23,000 strong financial adviser industry have come to a head in the form of the professional standards le ... Read more
RAHUL SINGH | FRIDAY, 7 JUL 2017
1 July 2017 heralds the start of a new set of rules relating to superannuation. A number of changes affect payment of a superannuation death benefit, requiring a change of thinking. Read more
Following industry feedback, Allianz Retire+ has made some updates to the Allianz Guaranteed Income for Life (AGILE) product it launched earlier this year.
Longevity risk, a greying population, and the proliferation of retirement income products are forcing financial advisers to be better equipped in navigating a landscape that is becoming increasingly more complex, an industry expert says.
After receiving Royal Assent on November 27, ASIC is urging all financial advisers who service retail clients to register before the 1 February 2024 final deadline.
Young Australian women are reporting lower financial literacy levels and are at greater risk of financial hardship, according to new NAB research.
SENIOR FINANCIAL PLANNER
WEALTHWISE PTY LTD
SENIOR FINANCIAL PLANNER
WEALTHWISE PTY LTD
Smashing glass ceilings takes courage, grit, and strength. Wealthwise senior financial planner Manisha Bhudia tells Karren Vergara how she broke numerous barriers to help empower others, particularly women, lead financially confident and fulfilling lives.
The fate of Australia's robo-advisers hangs in limbo as the triple threat of spooked investors, lackadaisical client interest, and regulatory strangulation ...
It's a scary reality that cyber breaches are becoming more and more common.